Client Advisor, Managed Billing
Listed on 2026-01-27
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Business
Business Development
MUST BE LOCATED in or near Milwaukee, WI!
Company DescriptionExpert Institute is the nation's leading expert consulting and insights platform, helping plaintiff firms win more cases and increase their profitability. Established in 2010, Expert Institute has supported over 5,000 firms nationwide across all areas of practice. We connect litigators with top industry experts, innovative litigation research, physician consultations, and comprehensive due diligence — all delivered through our SaaS platform, Expert iQ.
Leveraging proprietary data and analytics, we give plaintiff firms a winning edge.
As a Client Advisor on the managed billing team, you'll be a crucial link between Expert Institute and our attorney-clients, directly impacting case outcomes through expert witness selection and strategic consulting. This role combines legal analysis, client service, and project management in a fast-paced, technology-driven environment.
Key Responsibilities- Strategic Client Partnership
- Lead comprehensive case intake conversations with attorneys
- Analyze case theories and develop targeted expert witness search strategies
- Translate complex legal needs into actionable research parameters
- Project Management
- Oversee end-to-end client engagements
- Ensure timely delivery and exceptional quality of all deliverables
- Relationship Management
- Build and maintain strong relationships with attorney clients
- Present findings and recommendations to key stakeholders
- Proactively identify and resolve potential challenges
- Serve as a trusted advisor throughout the litigation process
- Bachelor of Science or Bachelor of Arts
- 1-3 years of client or customer service experience
- Exceptional attention to detail and commitment to accuracy
- Strong analytical and critical thinking abilities
- Demonstrated ability to work independently in a fast-paced environment
- Outstanding written and verbal communication skills
- Proven track record of meeting deadlines and managing multiple priorities
- Natural problem-solver with a creative approach to challenges
- Previous experience in legal, research, or professional services industries
All your information will be kept confidential according to EEO guidelines.
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